SEPTEMBER 15-18, 2024 | HUNTINGTON BEACH, CA

Lock in Your Pass for Future Proof 2023

Discounted registration sponsored by:

Morningstar

20% off for financial advisors 10% off for general attendees
*limited quantity, offer valid through September 13, 2023
Refer to your firm compliance policy for eligibility with any discounts.

Michael Kitces

Everyone is talking about the atmosphere of the event, the sheer diversity of the participants, and the nearly-palpable energy of it all.

Kamila Elliott

I had an absolute blast at Future Proof. It was the best conference I’ve ever attended!

Choose Your Pass Type

Tickets provide access to all aspects of Future Proof, including sessions, our onsite Breakthru meetings program, networking events, breakfasts, lunches, receptions, exhibits, etc. that are not private.

The complete terms and conditions for tickets are available here.

TEAM

FINANCIAL ADVISORY FIRM TEAM PACK

Financial Advisory Firms are eligible for discounted rates on team pack purchases of THREE OR MORE tickets.

Rates are based on each purchase transaction and cannot be combined with other purchases, including previous individual and team pack ticket purchases. We do not adjust rates retroactively. All team pack purchases must be (1) approved by us and (2) paid in advance immediately following approval.

To apply for Financial Advisory Firm Team Pack Ticket Rates, click the button below. If you’re approved, we’ll be in touch on logistics and payment.

35% OFF

Financial Advisory Firms >50M & Limited Partners*

$1,045   $672

Save 35% off the standard attendee rate

*Financial Advisory Firm members and Limited Partner tickets are subject to approval. Must be a full-time employee of a Financial Advisory firm, which includes Reps and Non-Advisory roles; or you must be an external investor (LP) in private equity or venture capital funds. LP types include pension funds, labor unions, insurance companies, university endowments, large wealthy families or individuals, and foundations.

71% OFF

Financial Advisory Firms <50m & Limited Partners*

$1,045   $300

Save 71% off the standard attendee rate

*Financial Advisory Firm members and Limited Partner tickets are subject to approval. Must be a full-time employee of a Financial Advisory firm, which includes Reps and Non-Advisory roles; or you must be an external investor (LP) in private equity or venture capital funds. LP types include pension funds, labor unions, insurance companies, university endowments, large wealthy families or individuals, and foundations.

19% OFF

GENERAL ATTENDEES

$3,900   $3,150

Save 19% off the standard attendee rate

Connect with MORNINGSTAR at Future Proof 2023!

Legal notices

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately with approximately $264 billion in assets under advisement and management as of June 30, 2023. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.

FREQUENTLY ASKED QUESTIONS

Due to our relationship with our partner, the ticket price seen on this page is discounted from the current publicly available retail price.

Future Proof is a premier wealth management event bringing together financial advisors, private investors, asset managers, fintech companies, and more. The event features informative sessions, networking opportunities, and cutting-edge industry insights. Join us at Huntington Beach, CA, from September 10-13, and be a part of the wealth management ecosystem’s evolution.

To register, choose the attendee that best represents your company and role, and complete the payment process. If you have any questions, email [email protected].

Financial Advisory Firms are eligible for discounted rates on team pack purchases of three or more tickets. Don’t miss this opportunity to expand your wealth of knowledge with your team!

Our partner hotels with exclusive rates for attendees are in Huntington Beach and include the Kimpton, the Pasea, the Hilton, and the Hyatt. Book your stay through our website and enjoy a comfortable experience.

The full event schedule will be posted by June 1st. Once available, download our official event app to access the schedule, build your personalized agenda, and network with fellow attendees. It’s like having a personal assistant—minus the dad jokes!

Yes, we’ll provide breakfast, lunch, snacks, and dinner during the kickoff party on Sunday, September 10th. If you have any dietary restrictions, please email [email protected], and we’ll do our best to accommodate your needs.

Our return policy can be found here. Kindly review it for information on cancellations and refunds.

Absolutely! Visit here for information on sponsorship and exhibitor packages. Elevate your brand by partnering with the world’s largest wealth festival.

Follow us on social media at @FutureProofAC and subscribe to our newsletter list (we hate spam) to stay in the loop. Our updates are so timely, even a broken clock is right twice a day!

For any further inquiries, visit here or email us at [email protected]. We’re here to help make your Future Proof experience unforgettable!

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